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Portfolio (Quarterly) Guide ↗

denkapparat Operations GmbH

· CIK 0001999514
13F Portfolio $306M AUM 383 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 91 New 93 Added 37 Reduced 41 Exited
Page 15 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 UBER UBER TECHNOLOGIES INC Technology 5,734.0 $414K 0.14% -4K -43.6% $72.16 +4.3%
282 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,762.0 $413K 0.14% -320.0 -7.8% $109.77 -2.5%
283 ACLS AXCELIS TECHNOLOGIES INC Technology 2,168.0 $411K 0.13% $189.45 -41.9%
284 CLSK CLEANSPARK INC Technology 28,228.0 $411K 0.13% $14.55 -24.0%
285 PEGA PEGASYSTEMS INC Technology 13,696.0 $410K 0.13% +4K +35.7% $29.97 +22.4%
286 EVR EVERCORE INC Financial Services 1,196.0 $408K 0.13% NEW $341.44 -16.2%
287 SSRM SSR MINING IN Basic Materials 14,374.0 $406K 0.13% $28.28 +26.7%
288 GVA GRANITE CONSTR INC Industrials 2,558.0 $404K 0.13% -972.0 -27.5% $158.08 -25.4%
289 PGR PROGRESSIVE CORP Financial Services 1,844.0 $403K 0.13% NEW $218.45 +1.0%
290 RS RELIANCE INC Basic Materials 1,070.0 $400K 0.13% NEW $373.60 +4.4%
291 T AT&T INC Communication Services 19,236.0 $398K 0.13% $20.70 +25.7%
292 QIAGEN NV 10,128.0 $396K 0.13% +5K +100.5% $39.10
293 HALO HALOZYME THERAPEUTICS INC Healthcare 4,988.0 $390K 0.13% NEW $78.27 +37.6%
294 AMD ADVANCED MICRO DEVICES INC Technology 672.0 $390K 0.13% -536.0 -44.4% $580.91 -20.9%
295 CNO CNO FINL GROUP INC Financial Services 7,528.0 $384K 0.12% $50.98 +7.0%
296 CART MAPLEBEAR INC Consumer Cyclical 8,078.0 $382K 0.12% NEW $47.35 +5.7%
297 UNH UNITEDHEALTH GROUP INC Healthcare 920.0 $382K 0.12% NEW $415.63 -4.7%
298 WMG WARNER MUSIC GROUP CORP Communication Services 14,112.0 $382K 0.12% NEW $27.07 +3.3%
299 SJM SMUCKER J M CO Consumer Defensive 3,392.0 $382K 0.12% NEW $112.50 +16.8%
300 VRTX VERTEX PHARMACEUTICALS INC Healthcare 766.0 $380K 0.12% $496.73 +10.3%
Page 15 of 20  ·  383 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.2%
Industrials 15.5%
Healthcare 15.2%
Financial Services 13.5%
Consumer Cyclical 9.4%
Consumer Defensive 7.0%
Energy 6.9%
Communication Services 5.4%
Basic Materials 4.0%
Utilities 3.4%